Folks tell us that they are thinking about creating or amending their plans, but they are not motivated by any sense of urgency to record their wishes.
San Rafael, CA (PRWEB) November 03, 2011
Many individuals made a 2011 New Year’s resolution that they would create or update their estate plan by the end of the year to help ease their minds knowing their families are covered. Marin estate planning attorney Julia P. Wald is helping people keep that promise by offering a 15% discount on estate planning packages completed by the end of December.
“Last New Year’s Eve you resolved to update your estate plan documents to take into account all of the changes in your life—like new family members, new financial circumstances, new health realities, new charitable impulses and new tax laws,” said Wald. “We'll help you keep your resolution before 2012 rolls around—but you have to act now. Our number is (415) 578-9881.”
The 15% discount applies to comprehensive estate planning packages that include healthcare directives, wills, living trusts and other estate planning documents. The documents must be signed by December 31, 2011.
“Folks tell us that they are thinking about creating or amending their plans, but they are not motivated by any sense of urgency to record their wishes,” said Wald. “Their good estate planning intentions wind up on the perennial list of unfulfilled New Year’s resolutions—one broken resolution that could have profound consequences, should something happen to them.”
Wald said her office is not out to make anyone feel guilty, but is trying to give people an extra incentive to do what’s right for their families. She jokingly suggested that people who keep this New Year’s resolution will also live longer because their blood pressure and stress levels will go down once the estate plan monkey is off their backs.
Both new and existing clients are invited to take advantage of Wald’s comprehensive estate planning package special by calling (415) 578-9881 and scheduling an appointment, preferably during the month of November. An early appointment will allow the client and a Wald attorney time to drawn up the plan, review it and complete it before the end of 2011.
For more information on comprehensive estate planning packages and assistance with other estate planning needs, please contact the Law Offices of Julia P. Wald by phone at (415) 578-9881 or online at http://www.waldlawyers.com.
About the Law Offices of Julia P. Wald
The Law Offices of Julia P. Wald is a group of San Francisco Bay Area estate planning attorneys who specialize in probate, trusts and conservatorships. Their accredited San Rafael attorneys have extensive experience in many aspects of estate planning, including wills in Marin County and San Francisco Bay Area living trusts.
As a San Francisco Bay Area estate attorney, Wald is a member of the California State Bar and has been certified by the California Board of Certification as a Certified Specialist in Probate, Estate Planning, and Trust law since 1990. She has been practicing estate planning law in the San Francisco Bay Area for 25 years. The Law Offices of Julia P. Wald serves the northern San Francisco Bay Area from its office in Marin County.
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